Henry To Archives

2008
	Small Cap Value Stocks and the U.S. Dollar  PF   May-08-2008
	Reflections and Black Swans  PF   May-01-2008
	MarketThoughts' Roadmap for the Next Six Months  PF   Apr-23-2008
	The Great Deleveraging - Part II  PF   Apr-17-2008
	The End of "Market Fundamentalism"  PF   Apr-09-2008
	An Instinct to Swarm  PF   Apr-03-2008
	The Great Deleveraging  PF   Mar-27-2008
	The Prospective Yield of Capital  PF   Mar-21-2008
	A Seismic Shift in the Commodity Market  PF   Mar-06-2008
	Contrarian and Sentiment Indicators  PF   Feb-15-2008
	Looking Beyond a Recession  PF   Feb-07-2008
	Putting Things into Perspective  PF   Feb-01-2008
	Capitulation this Week?  PF   Jan-24-2008
	Reflation Soon?  PF   Jan-16-2008
	Identifying Short and Long Term Trends for 2008 - Part II  PF   Jan-09-2008
2007
	When Will the Selling Stop?  PF   Dec-21-2007
	Global Economic Growth Continues to Disappoint  PF   Dec-13-2007
	Should We Even Pay Attention to Financial Stocks?  PF   Nov-21-2007
	Looking for a Market Catalyst  PF   Nov-14-2007
	The Various Bear Markets  PF   Nov-10-2007
	Yield Spreads Telling a Different Story  PF   Oct-31-2007
	"The Conundrum" in Reverse?  PF   Oct-20-2007
	Global Economy Now Slowing Down  PF   Oct-12-2007
	Shifts in Market Behavior  PF   Oct-04-2007
	Putting Things Into Proper Perspective  PF   Sep-26-2007
	Tactical Trade on the U.S. Dollar?  PF   Sep-19-2007
	Spain - the Weakest Link - A Redux  PF   Sep-13-2007
	The Black Swan  PF   Aug-29-2007
	A Quick Word on the Discount Rate and the "Ben Bernanke Grand Experiment"  PF   Aug-23-2007
	Market Not Close to Capitulation Just Yet  PF   Aug-14-2007
	An Update of our Technical Indicators  PF   Aug-02-2007
	The Most Vulnerable Sectors  PF   Jul-25-2007
	Where is Stock Market Liquidity Now Heading?  PF   Jul-19-2007
	High Short Interest the Achilles' Heel of Bears  PF   Jul-06-2007
	The Times They Are a-Changin  PF   Jun-28-2007
	Market Internals Weakening  PF   Jun-21-2007
	Market Not Close to a Bottom  PF   Jun-14-2007
	Liquidity and the Yen Carry Trade Redux  PF   Jun-07-2007
	A Worrying Headwind for the U.S. Stock Market  PF   May-31-2007
	U.S. Stock Market Still Overbought and No Longer Bullish  PF   May-24-2007
	Building the Foundations for New Retirement Systems  PF   May-08-2007
	The New Frontiers of Global Investing  PF   Apr-19-2007
	Are Cover Stories Effective Contrarian Indicators?  PF   Apr-12-2007
	Housing Market Decline Not Over Yet  PF   Apr-05-2007
	Name Large Caps Still a Buy  PF   Mar-28-2007
	2006 4Q Flow of Funds Update  PF   Mar-14-2007
	Our Roadmap Ahead...  PF   Mar-08-2007
	A Potential Short in the Midst of a Bull Market?  PF   Feb-22-2007
	Japan - A Final Goodbye to Deflation  PF   Feb-16-2007
	Retirement - Are You Ready?  PF   Jan-31-2007
	Market Overbought But Uptrend Remains Intact  PF   Jan-24-2007
	The Permanent Income Hypothesis  PF   Jan-17-2007
	Identifying Trends and Risks for 2007, Part 2  PF   Jan-11-2007
	Identifying Trends and Risks for 2007  PF   Jan-04-2007
2006
	What is Up with Natural Gas?  PF   Dec-21-2006
	The State of U.S. Households' Balance Sheets - A Third Quarter Update  PF   Dec-13-2006
	Asset Allocation for the Upcoming Year  PF   Dec-06-2006
	A Year-End Surprise in the Dollar?  PF   Nov-15-2006
	The Boom in Absolute Return Strategies Mutual Funds  PF   Nov-03-2006
	The Importance of the "Roll Return" in Commodity Futures Returns  PF   Oct-25-2006
	Stock Market Breadth Continues to Improve  PF   Oct-19-2006
	Are Things Really Different This Time?  PF   Oct-11-2006
	Corporate Profits - Where Do We Go From Here?  PF   Oct-05-2006
	The State of U.S. Households' Balance Sheets  PF   Sep-28-2006
	Canadian Dollar Now the Lone Holdout  PF   Sep-20-2006
	Four-Year Cycle Low Now the Consensus  PF   Sep-13-2006
	Let's Get the Action Started!  PF   Sep-07-2006
	Beware of Simplified Models  PF   Aug-31-2006
	The Evolution of the Markets  PF   Aug-23-2006
	The New Pension Legislation and a Challenging Market  PF   Aug-16-2006
	The Fed Meeting and My "Preferred" Scenario  PF   Aug-08-2006
	A Buying Point is Near  PF   Aug-03-2006
	The Bulls vs. the Bears  PF   Jul-13-2006
	Top Calling Remains a Thankless Job  PF   Jul-06-2006
	Long Bonds Starting to be a Buy  PF   Jun-29-2006
	What is the ARMS Index Currently Saying?  PF   Jun-20-2006
	Oil Shortages this Hurricane Season - Last Thing to Worry About  PF   Jun-14-2006
	Will We Ever See a World Awash With Oil Again?  PF   Jun-06-2006
	Many U.S. Mega Caps Now Oversold  PF   May-31-2006
	A Lowry's 90% Downside Day Revisited  PF   May-23-2006
	The Next Big Trend and the "Double Merit" Scenario  PF   May-16-2006
	Divergences and the Dash to Trash  PF   May-04-2006
	The Message of the Fed Cleveland Median CPI  PF   Apr-27-2006
	Keep Your Head Straight  PF   Apr-12-2006
	Will Corporate Profits Continue to Outperform?  PF   Apr-05-2006
	A Market Slowdown Still Looms  PF   Mar-29-2006
	Rising Rates Now a Given  PF   Mar-15-2006
	Where Does the Evidence Point To?  PF   Mar-07-2006
	Market Now in Dangerous Zone  PF   Feb-28-2006
	Leverage and Divergences Getting Red Hot  PF   Feb-20-2006
	Divergences Everywhere!  PF   Feb-15-2006
	Small Caps Are a "Sell"  PF   Feb-07-2006
	Will Small Cap Out-performance Continue?  PF   Jan-30-2006
	DJIA Timing System Short at 10,870  PF   Jan-24-2006
	Getting Back to the Basics in 2006  PF   Jan-17-2006
	Identifying Risks in the Upcoming Year  PF   Jan-10-2006
2005
	Have Currency Investors Gone Loonie?  PF   Dec-20-2005
	Market Overbought But Not Out  PF   Dec-13-2005
	Global Liquidity Warning  PF   Dec-06-2005
	A Review of MarketThoughts  PF   Nov-28-2005
	Copper in the Midst of Topping Out  PF   Nov-23-2005
	The Most Vulnerable Sector  PF   Nov-15-2005
	Did the Retail Investor Just Show His Hand?  PF   Nov-08-2005
	The Concept of Risk  PF   Oct-31-2005
	Our MarketThoughts "Excess M" Indicator  PF   Oct-24-2005
	The Mean Reversion Way of Making Money  PF   Oct-17-2005
	Sell Financials and Commodities  PF   Oct-10-2005
	One Indicator Is Not Enough  PF   Oct-03-2005
	Copper Prices - Too Overbought  PF   Sep-19-2005
	A World of Financial Engineering  PF   Sep-12-2005
	Let the Action Finally Begin  PF   Sep-06-2005
	It is Time to be Careful  PF   Aug-30-2005
	All About Oil  PF   Aug-26-2005
	NYSE Short Interest Again at All-Time High  PF   Aug-23-2005
	Bank Index Breaking Down Further  PF   Aug-19-2005
	Our Position on the U.S. Dollar and an Update on Energy Prices  PF   Aug-16-2005
	Demographics do Matter  PF   Aug-11-2005
	A New Era?  PF   Aug-08-2005
	Worldwide Markets Rundown  PF   Aug-05-2005
	Natural Gas - The Other Bull?  PF   Aug-01-2005
	Nothing is Obvious - and 50% Short in Our DJIA Timing System  PF   Jul-25-2005
	What to do About the Housing Bubble?  PF   Jul-19-2005
	DJIA Timing System Going Short  PF   Jul-15-2005
	Our Ignorance About Crude Oil  PF   Jul-11-2005
	An Update on Brand Name Watching  PF   Jul-08-2005
	Our U.S. Dollar Index Revision  PF   Jul-04-2005
	The Elusive "Blow Off"  PF   Jun-30-2005
	Dow Theory Redux  PF   Jun-27-2005
	Correction in Store for the Market  PF   Jun-21-2005
	Where I See the Market Heading  PF   Jun-17-2005
	Economic Slowdown Still Continuing  PF   Jun-14-2005
	Critical Juncture in the Markets  PF   Jun-10-2005
	Long Bond Capitulation?  PF   Jun-07-2005
	An Update on the U.S. Housing Bubble  PF   Jun-02-2005
	The MarketThoughts Global Diffusion Index  PF   Jun-01-2005
	The Dow Theory in a Globalized World  PF   May-27-2005
	Continue to Overweight U.S. Equities  PF   May-23-2005
	Don't be Complacent: Global Liquidity Waning  PF   May-20-2005
	Market Round-Up and the NYSE Specialist Short Ratio  PF   May-16-2005
	Investor or Speculator?  PF   May-13-2005
	The Six-Month Stock Market Timing Strategy (Guest Commentary)  PF   May-10-2005
	A Tradable Bottom in Place  PF   May-06-2005
	The U.S. Dollar is Going Up  PF   May-03-2005
	The Art of Risk Consulting  PF   Apr-29-2005
	The Importance of Brand Name Watching  PF   Apr-25-2005
	The 80/20 Principle  PF   Apr-22-2005
	A Turn in the Tide  PF   Apr-18-2005
	The Global Financial Stability Report  PF   Apr-14-2005
	Globalization and China, Once Again  PF   Apr-11-2005
	On Jesse Livermore And His Legacy  PF   Apr-08-2005
	The Popes Passing and Implications  PF   Apr-04-2005
	It is Now Late in the Cycle!  PF   Mar-31-2005
	Rising Rates not a Given  PF   Mar-28-2005
	More Downside to Come?  PF   Mar-25-2005
	Downside Acceleration?  PF   Mar-22-2005